QuickBooks Online Feature Requests

Welcome to the QuickBooks Online Feature Requests forum. Please look through the submitted requests and vote or create your own suggestion that others can vote on. Make sure to give us plenty of detail so we can better understand the problem. It is not guaranteed that any suggestions will make it into the product, but it will help us identify the features you want most.

I suggest you ...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

When an admin closes an idea you've voted on, you'll get your votes back from that idea.

You can remove your votes from an open idea you support.

To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".

Enter your idea

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

We just found out that Intuit does not keep backups of our accounting data online so that we could not restore our company to a previous point like we used to be able to do in the desktop version. We find this unacceptable and at this time we would not recommend QBO to anybody based on this major flaw.
These are only a few reasons why restoring to a previous point may be necessary:
1) Angry employee changes/deletes transactions maliciously before quitting
2) New bookkeeper decides to rename all the accounts to a system they like but that confuses the rest of the company and transactions are placed in wrong places
3) Employee decides to go through all transactions of a certain type and change them, then realizing it was a mistake after having spent days working on it

I've seen all of these myself over the years. How many other scenarios there are where you wish you had a backup to restore to?

We've been using QBO for a couple years and I have to say I always assumed there would be backups of my data like all good cloud services provide. I've spoken to several support reps about backing up my data and they tell me that Intuit is not responsible for my data and I would have to recreate all transactions if something happened to them. I've tried using the Export feature to create backups but it's cumbersome since it requires Internet Explorer. How is this not a feature already? With the desktop version we'd backup every few times we closed the company files. If you don't want to store the multiple backups, how about giving us a single click option to download a backup, plus a feature to restore to a backup from file? Or even better a way to simply roll back to a previous date.
QBO needs to implement a downloadable backup. The backups that Intuit makes and keeps are just for the sake of maintaining the current data. But there's no historical backup you can reference if you want to roll your file back to a previous version, e.g. after you made many significant changes and need to undo them. This is a major issue and might force us to leave the QBO product.

We just found out that Intuit does not keep backups of our accounting data online so that we could not restore our company to a previous point like we used to be able to do in the desktop version. We find this unacceptable and at this time we would not recommend QBO to anybody based on this major flaw.
These are only a few reasons why restoring to a previous point may be necessary:
1) Angry employee changes/deletes transactions maliciously before quitting
2) New bookkeeper decides to rename all the accounts to a system they like but that confuses the…

more flexibility for users would help my company. I am a small business owner and need to concentrate on administrative; book keeping matters. I would love to have our staff have access to our vendor information without having access to the register or have the ability to write checks. This would enable me to hand off vendor invoices for entry and free my time considerably. Unfortunately your on-line version is quite limited. We used your contractor edition software years ago and found those user features worked quite well.

Any help with this matter would be greatly appreciated. As our company grows, I can say that without greater user flexibility, unfortunately we will have to make a move to another program that is slightly more diversified.

more flexibility for users would help my company. I am a small business owner and need to concentrate on administrative; book keeping matters. I would love to have our staff have access to our vendor information without having access to the register or have the ability to write checks. This would enable me to hand off vendor invoices for entry and free my time considerably. Unfortunately your on-line version is quite limited. We used your contractor edition software years ago and found those user features worked quite well.

Any help with this matter would be greatly appreciated. As our company…

EVERYONE wants / needs this. Why is this not done yet... Also make it so we don't need to interact with it. Its so much easier just being able to tell a customer "Well, the computer did it." It would also help remove favoritism. I have a tendency to overlook some accounts for the people that I like.

Everything about QB Online should simplify our work experience, not add more steps or time delays in doing data entry. Please take away the restricted limitations in things such as scrolling through the check register. Having to click on the page button is one more thing that makes me extremely frustrated while using this version.

If an user made a mistake in their last reconciliation, and/or if someone downloaded duplicate transactions in QBO, and the wrong transactions were reconciled and need to be deleted and to start over, the user needs the ability to go back to the last reconciliation report and correct the problem. If we had the undo reconciliation feature, it would erase the prior reconciliation report and we then could correct the problem. Currently in the present Quickbooks Online, we must click all the R's of the prior reconciliation report to get to the beginning balance to restart over. Please consider this as the current system is non-intuitive at best and clunky at worst. Thanks.

If an user made a mistake in their last reconciliation, and/or if someone downloaded duplicate transactions in QBO, and the wrong transactions were reconciled and need to be deleted and to start over, the user needs the ability to go back to the last reconciliation report and correct the problem. If we had the undo reconciliation feature, it would erase the prior reconciliation report and we then could correct the problem. Currently in the present Quickbooks Online, we must click all the R's of the prior reconciliation report to get to the beginning balance to restart over. Please consider this…

I get many line item estimates from my vendors with different cost options associated with each item/option. I would like to be able to enter in my cost and then apply a markup percentage on my estimates to my clients.

you do this fine for invoices, but i need this for my estimates before we get to that stage.

Would be nice if we had some simple custom fields that we could add to items like Customers, Sales Orders etc. To help us better organize. I.e. track if customer is Wholesale type or Retail type of customer etc. We have customers we take care of internally or in-house and some we contract out to manager for other companies. Custom fields that we could search by would help make it easier to organize data and filter reports. Thanks -

Include some sort of feature to select multiple cleared checks. Either enter beginning and ending check numbers for a range of checks to mark as cleared, or, allow dragging the mouse to highlight a range of checks to mark as cleared. The current "click, click, click, click, click..." by mouse is a painful waste of time!

I write a lot of checks. Most of them are for common amounts like 450 or 220, etc. This makes matching downloaded transactions a pain because QBO matches based on amount not check number. Please add a settings option to have QBO auto match checks based on check number AND amount so that if both match, QBO auto matches for me and cuts down on my clicks. I'm matching 400-500 checks per month right now and out business continues to grow. I love QBO!! Thanks for all you do!

When batching credit card receipts and refunds, there are times when the credit card refunds total more than payments received resulting in a "negative deposit" This is very different than recording it as a "check" because we must run all these transactions through sales receipts and credit memos/refunds due to sales tax obligations. Desktop added this feature a few or so years ago. We need this feature in Online as well.

To be clear, you are requesting this as an enhancement to the income list, right?
Because ignoring that, you can already do this on the receive payments screen, where you select 1 customer and then you will see all invoices associated with that customer.

Refresh the bank register page after making changes. I have all of my registers sorted by Reconciled status, so I can easily see what is left open at any given time. If I am in the register screen and clear off transactions, it would be nice if QBO automatically refreshed after each entry, or had a refresh button I could click on.

When working in the account register, after saving a change, please have the current screen refresh and jump to the next record rather than refreshing to the last record in the register. When reconciling an actual bank statement to the QBO register, it is very time consuming to have to go back a few pages and find the record where you left off. If you correct a mismatched item, it takes you to the last record in the register instead of jumping to the next record so you can continue reconciling before you start the actual QBO "Reconcile" process - which you cannot undo. In the desktop version, you could save an edit nad it would jump to the next record in the register. You were also able to undo a reconcile, so it was much easier to keep your books clean and accurate.

When working in the account register, after saving a change, please have the current screen refresh and jump to the next record rather than refreshing to the last record in the register. When reconciling an actual bank statement to the QBO register, it is very time consuming to have to go back a few pages and find the record where you left off. If you correct a mismatched item, it takes you to the last record in the register instead of jumping to the next record so you can continue reconciling before you start the actual QBO "Reconcile" process -…

Why do you limit me to only 10 votes on feature requests? You say that you "love feedback", but then you go ahead and limit me to the number of times I can express my desire to have certain features. You can't have both. Stupid.

Thanks for all the feedback on voting for ideas. We are reviewing the 10 vote limit at this time. Its great to hear your request for more votes as we use user feedback to help us decide on new QuickBooks features.

The automatic clean up of "cryptic" descriptions when using the bank feed sadly removes a lot of information essential for matching up transactions to invoices. It would be great if there was the option to simply import the descriptions as they appear on the bank statement.